Consolidated Returns as of 30 April 2024
Holding the iShares Emerging Markets High Yld Bd (EMHY) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~11 years), the longest period with a negative return lasted 80 months (from October 2016 to May 2023).
This means that every rolling period of 81 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Emerging Markets High Yld Bd (EMHY) ETF: Historical Returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.64% |
+23.97%
Apr 2020 - Mar 2021 |
-22.29%
Oct 2021 - Sep 2022 |
38.40%
48 out of 125 |
US Inflation Adjusted | +1.66% |
+20.81%
Apr 2020 - Mar 2021 |
-28.18%
Oct 2021 - Sep 2022 |
39.20%
49 out of 125 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.88% |
+13.02%
Oct 2015 - Sep 2017 |
-8.63%
Jun 2021 - May 2023 |
25.66%
29 out of 113 |
US Inflation Adjusted | +0.73% |
+10.96%
Oct 2015 - Sep 2017 |
-14.57%
Nov 2020 - Oct 2022 |
43.36%
49 out of 113 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.90% |
+8.66%
Feb 2015 - Jan 2018 |
-6.46%
Nov 2019 - Oct 2022 |
27.72%
28 out of 101 |
US Inflation Adjusted | +1.54% |
+6.98%
Sep 2013 - Aug 2016 |
-10.93%
Nov 2019 - Oct 2022 |
38.61%
39 out of 101 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.09% |
+7.96%
Feb 2016 - Jan 2020 |
-2.59%
Oct 2018 - Sep 2022 |
21.35%
19 out of 89 |
US Inflation Adjusted | +1.02% |
+6.59%
Sep 2013 - Aug 2017 |
-6.59%
Nov 2019 - Oct 2023 |
37.08%
33 out of 89 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.67% |
+6.83%
Jan 2016 - Dec 2020 |
-3.19%
Nov 2017 - Oct 2022 |
18.18%
14 out of 77 |
US Inflation Adjusted | +1.80% |
+4.78%
Jan 2016 - Dec 2020 |
-6.78%
Nov 2017 - Oct 2022 |
37.66%
29 out of 77 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.28% |
+6.29%
Feb 2014 - Jan 2020 |
-1.43%
Oct 2016 - Sep 2022 |
16.92%
11 out of 65 |
US Inflation Adjusted | +1.64% |
+4.61%
Feb 2014 - Jan 2020 |
-4.79%
Nov 2016 - Oct 2022 |
41.54%
27 out of 65 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.62% |
+5.57%
Feb 2014 - Jan 2021 |
+0.30%
Nov 2016 - Oct 2023 |
0.00%
0 out of 53 |
US Inflation Adjusted | -0.19% |
+3.93%
Feb 2014 - Jan 2021 |
-3.10%
Oct 2016 - Sep 2023 |
50.94%
27 out of 53 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.90% |
+5.54%
Sep 2013 - Aug 2021 |
+0.25%
Nov 2014 - Oct 2022 |
0.00%
0 out of 41 |
US Inflation Adjusted | -0.22% |
+3.50%
Sep 2013 - Aug 2021 |
-2.55%
Nov 2014 - Oct 2022 |
53.66%
22 out of 41 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.14% |
+3.46%
Apr 2015 - Mar 2024 |
+0.99%
Nov 2013 - Oct 2022 |
0.00%
0 out of 29 |
US Inflation Adjusted | -0.53% |
+0.99%
Jan 2013 - Dec 2021 |
-1.70%
Nov 2013 - Oct 2022 |
68.97%
20 out of 29 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.53% |
+3.32%
Feb 2014 - Jan 2024 |
+1.37%
May 2013 - Apr 2023 |
0.00%
0 out of 17 |
US Inflation Adjusted | -0.18% |
+0.52%
Feb 2014 - Jan 2024 |
-1.31%
May 2013 - Apr 2023 |
70.59%
12 out of 17 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.39% |
+2.72%
Apr 2013 - Mar 2024 |
+2.18%
Feb 2013 - Jan 2024 |
0.00%
0 out of 5 |
US Inflation Adjusted | -0.34% |
-0.01%
Apr 2013 - Mar 2024 |
-0.48%
Feb 2013 - Jan 2024 |
100.00%
5 out of 5 |
To obtain comprehensive information, please consult the iShares Emerging Markets High Yld Bd (EMHY) ETF: Historical Returns page.